CGJIX Mutual Fund
CGJIX Mutual Fund
NAV$84.36
TER0.24%
Holdings563
CGJIX Mutual Fund
NAV$84.36
Calvert US Large Cap Growth Responsible Index Fund Class I
TER0.24%
Holdings563
CGJIX Mutual Fund Overlap Analysis
CGJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 563 holdings, CGJIX may share significant positions with broad-market funds.
CGJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGJIX tax-loss harvesting finds highly correlated but non-identical funds.